#SEC给代币化股票开门 投行却说没人买
Last week, the SEC issued the "innovation exemption," opening a five-year runway for tokenized U.S. stocks, theoretically enabling 7x24 trading on-chain. But TD Cowen immediately poured cold water, saying don’t expect funds to rush in.
I looked through the RWA space—there’s a clear split. A quote of $ONDO at 0.45 USDT, up nearly 6% over 24 hours; the tokenized U.S. Treasuries track is the most solid—at least someone recognizes it. $MKR is quoted at 1813 USDT and basically hasn’t moved at all, steady to the point of being uncanny. $OM, on the other hand, dropped 5%.
Policy is loosening, but the money hasn’t caught up yet. Institutions say the right things, but their hands don’t move. Do you think this wave of tokenized stocks is truly demand-driven, or just another story-telling market rally?
Last week, the SEC issued the "innovation exemption," opening a five-year runway for tokenized U.S. stocks, theoretically enabling 7x24 trading on-chain. But TD Cowen immediately poured cold water, saying don’t expect funds to rush in.
I looked through the RWA space—there’s a clear split. A quote of $ONDO at 0.45 USDT, up nearly 6% over 24 hours; the tokenized U.S. Treasuries track is the most solid—at least someone recognizes it. $MKR is quoted at 1813 USDT and basically hasn’t moved at all, steady to the point of being uncanny. $OM, on the other hand, dropped 5%.
Policy is loosening, but the money hasn’t caught up yet. Institutions say the right things, but their hands don’t move. Do you think this wave of tokenized stocks is truly demand-driven, or just another story-telling market rally?